Trifecta Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Trifecta Capital Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.3K	Hold	233	–	–	﹤0.01%	216
2026 Q1	$23.3K	Hold	233	–	–	﹤0.01%	200
2025 Q4	$23.2K	Hold	233	–	–	﹤0.01%	194
2025 Q3	$22.8K	Hold	233	–	–	﹤0.01%	201
2025 Q2	$20.3K	Sell	233 -45	-16%	-$3.66K	﹤0.01%	215
2025 Q1	$22.4K	Hold	278	–	–	﹤0.01%	180
2024 Q4	$24.8K	Buy	+278	New	+$25.6K	﹤0.01%	176

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Trifecta Capital Advisors's VTWO Position: Q2 2026 in Review

Trifecta Capital Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 233 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Trifecta Capital Advisors first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Trifecta Capital Advisors held 233 shares of Vanguard Russell 2000 ETF worth $28.3K as of Q2 2026.
Trifecta Capital Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #216 holding.
Trifecta Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.